Therese Nicklas, CFP®, CMC The Wealth Coach for Women, Inc.

About Therese Nicklas, CFP®, CMC

I developed my wealth coaching system to help women. My specialty and passion is helping women in transition go from feeling overwhelmed and confused to empowered and optimistic about their financial future. I do this by using a holistic system that focuses on financial education and planning. My distinct approach helps clients take some of the uncertainty out of tomorrow so they can live their life by design, not default.

Since 1976, I’ve provided personalized guidance to ensure that I am a trusted resource for my clients’ financial needs. My life experiences led me to specializing in helping clients identify and articulate what keeps them up at night. Together we utilize a holistic financial life planning process that consolidates the fractured advice they may receive from multiple sources. By coordinating the services of a client’s financial team, the possibility of something significant falling through the cracks is minimized. “My Financial Life Planning process includes the whole family. By scheduling a multi-generational meeting with clients and their team of professionals, we deliver counsel so the family sees the whole picture. Your family members are very important to the process. Getting everyone on the same page is our goal to provide our clients with confidence. When the time comes for asset transfers and the implementation of final wishes, the transition will be smooth. The next generation can respect the thoughtful process used by the parents to create a legacy based on their core family values.

Contact this advisor

Recently Published

How To Have More Money – 5 Proven Secrets You Need To Be Wealthy

October 11, 2019

Creating financial freedom is easier than you might think. Here are 5 simple habits that will help you get further ahead, remove money stress, and live your life by design, not by default.

The post How To Have More Money – 5 Proven Secrets You Need To Be Wealthy appeared first on Wealth Coach for Women.

Read the full post →

3 Secrets To Raising Money Savvy Children

April 16, 2019

How To Raise Money Savvy Children (hint:  it's never too early, but it can be too late). Raising money savvy children and teaching them to be financially responsible is like giving them the short cut to being self-sufficient.  Every day, I hear horror stories from clients about their adult children that can't stand on their…

The post 3 Secrets To Raising Money Savvy Children appeared first on Wealth Coach for Women.

Read the full post →

For The Love Of Money – 5 Steps To A Stronger Relationship With Money

February 4, 2019

The post For The Love Of Money – 5 Steps To A Stronger Relationship With Money appeared first on Wealth Coach for Women.

Read the full post →

Visit the blog →

Ideal Clients

  • Female Entrepreneur
  • Gen Y/Millennials
  • Student Loan Debt
  • Women in Transition

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $75+/hr
  • Fixed Fee: $1,000+
  • AUM: 1.25% + Fixed rates $1,200+/yr

 

SEC Records

States Registered

  • Massachusetts

Loading...